Jim Wilkins, RFC, is a Wealth Advisor for RPI and has been successfully engaged in the financial planning industry for over 25 years. He earned his Bachelor’s Degree in Business from Western Michigan University and holds the...

Born and raised in Oklahoma City, Jared Lester graduated from Purdue University with a Bachelor’s Degree in Finance from the Krannert School of Management. After graduating, Jared moved back to Oklahoma to serve on the Treasury...

Since graduating with a degree in Financial Counseling & Planning from Purdue University in 2016, JD joined the RPI team as RPI’s newest Associate Wealth Advisor. JD has been surrounded by the financial services industry for his...

As the Director of Marketing & Operations, Bridgette adds value by implementing a Team approach based upon a high level of efficiency. She coordinates the compliance within the office to make sure all processes and procedures are...

Lauren became part of the RPI Team upon graduation from Purdue University in 2011. As RPI’s Relations Manager, Lauren’s primary focus is the client experience. Her main pursuit is to ensure clients’ needs are exceeded...

By putting the client at the center of what she does, Patti understands each client and demonstrates her genuine desire to exceed all of their expectations. She loves getting to know them personally so she can provide them with the...

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$100,000 minimum: Our financial planning software is very sophisticated and uses the projected returns and standard deviation (risk) of your individual investment holdings to provide your “current’ probability of success. In order to do this, the plan needs investment assets. Therefore, the minimum investment dollars to generate a plan is $100,000. If you do not meet this minimum, please do not complete this form. All of the valuable resources on our website is still available for your use

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